Books of business – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Mon, 10 Feb 2025 17:03:41 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Books of business – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 Buying a book of business? What you need to know https://uat-phoenix.investmentexecutive.com/newspaper_/buying-a-book-of-business-what-you-need-to-know/ Fri, 07 Feb 2025 20:13:00 +0000 https://www.investmentexecutive.com/?p=501692 Positioning your book for a sale https://uat-phoenix.investmentexecutive.com/news/positioning-your-book-for-a-sale/ Thu, 21 Sep 2023 19:48:19 +0000 https://www.investmentexecutive.com/?p=472047 Are high rates affecting the market for books of business? https://uat-phoenix.investmentexecutive.com/news/are-high-rates-affecting-the-market-for-books-of-business/ Wed, 02 Aug 2023 20:33:34 +0000 https://www.investmentexecutive.com/?p=469495 Reps’ retirement poses risks to clients https://uat-phoenix.investmentexecutive.com/news/reps-retirement-poses-risks-to-clients/ Wed, 02 Nov 2022 18:42:46 +0000 https://www.investmentexecutive.com/?p=454751 Advisors’ books continue to expand https://uat-phoenix.investmentexecutive.com/newspaper_/advisors-books-continue-to-expand/ Tue, 11 Oct 2022 04:19:00 +0000 https://www.investmentexecutive.com/?p=452827 Proportion of top-paid insurance advisors surges https://uat-phoenix.investmentexecutive.com/newspaper_/proportion-of-top-paid-insurance-advisors-surges/ Mon, 19 Sep 2022 04:13:00 +0000 https://www.investmentexecutive.com/?p=451071 Bank advisors saw rise in productivity https://uat-phoenix.investmentexecutive.com/newspaper_/bank-advisors-saw-rise-in-productivity/ Mon, 29 Aug 2022 04:07:00 +0000 https://www.investmentexecutive.com/?p=450032 Avoid the transfer-out train https://uat-phoenix.investmentexecutive.com/news/avoid-the-transfer-out-train/ Fri, 04 Feb 2022 20:00:31 +0000 https://www.investmentexecutive.com/?p=438812 Selling your book of business? Make sure it is compliant https://uat-phoenix.investmentexecutive.com/inside-track_/selling-your-book-of-business-make-sure-it-is-compliant/ Fri, 01 Nov 2019 18:17:10 +0000 https://www.investmentexecutive.com/?p=390100 A major purchase https://uat-phoenix.investmentexecutive.com/newspaper_/a-major-purchase/ Fri, 20 Sep 2019 04:09:00 +0000 https://www.investmentexecutive.com/?p=387247